Equine Workspace
EQUINE PROFESSIONALS
EQUINE PROFESSIONALS

Run your equine service business from one connected Workspace.

Manage clients, horses, appointments, payments, communication and marketing from one place built for independent equine professionals and growing teams.

Built for independent equine professionals and teams

FarriersEquine massage and bodywork professionalsSaddle fittersEquine dentistsNutritionistsInstructorsCliniciansConsultantsPhotographersMobile equine service businesses
One connected Workspace

Spend less time on admin and more time with clients.

Keep the business side of your work organized without piecing together separate tools for scheduling, client information, payments, follow-up and marketing.

Clients and horsesAppointmentsPaymentsCommunicationMarketingVisibility

Your

Workspace

Clients & Horses
Appointments
Payments
Communication
Marketing
Visibility
Run your business

Everything your business does, in one place.

Six core areas of your business, connected so information moves with the work instead of getting stuck in separate systems. Select an area to see how it helps.

Clients & HorsesConnected area

Keep the people and horses you work with connected.

Organize client and horse information so the relationships, notes and history behind your work stay in one place.

What you can do

Client records
Horse records
Notes and history
Connected documents
Use what you need today. Add more when you need it.
Client and horse records

Keep every client and horse connected.

An equine professional often works with both the person and the horse. Equine Workspace helps keep the relationship, communication, appointments, notes and business information organized in one place.

ClientHorseAppointmentServiceDocumentPaymentFollow-Up

Client

The person

Horse

The horse

connected by
Appointments
Services
Communication
Documents
Payments
Follow-Up
From inquiry to repeat client

Turn more inquiries into organized, repeat business.

Keep the client experience connected from the first inquiry through scheduling, service, payment and follow-up.

Client journey

One connected Workspace

Inquiry

Website, form or referral

Client

Record created

Horse

Linked to client

Appointment

Scheduled

Service

Work delivered

Payment

Invoice and payment

Follow-Up

Automated check-in

Repeat

Next visit scheduled

Scheduling and payments

Make booking easier for you and your clients.

Manage appointments, availability and reminders, then move naturally from service to invoice and payment without switching systems. Keep client and horse information connected to the work you are doing.

From appointment to follow-up

Appointment

Booked and confirmed

Service

Work completed

Invoice

Sent to client

Payment

Collected and tracked

Follow-Up

Automated check-in

Online bookingCalendarsAppointment remindersRecurring appointmentsFormsClient informationPayment collection
Grow your business

Create more ways for clients to keep working with you.

Depending on your business, Equine Workspace gives you tools to build more predictable client relationships and additional ways to earn revenue.

More ways to serve your clients

Your

Services

Appointments
Packages
Memberships
Clinics
Courses
Events
Subscriptions
Products
Marketing

Stay visible without managing your marketing in five different places.

Plan social content, send emails, follow up with leads, publish content and keep client communication connected to your business.

  • Social planner
  • Email marketing
  • Lead follow-up
  • Landing pages
  • Forms
  • Blog and content
  • Reviews
  • Website
  • Automations

From first touch to repeat client

Content & Website

Inquiry

Follow-Up

Booking

Review

Repeat Client

Coming
Business planning

Plan where your business is going, not just what is on your calendar.

Equine Business Planner is designed to help equine professionals understand revenue, expenses, goals, capacity and opportunities for growth.

Plan with a clearer picture of your business

Coming

Revenue goal

$11,000

Projected

$9,840

Break-even

$6,200

Monthly progress toward goal

On track
Pricing and break-evenExpense trackingScenario planning

Business at a glance

Appointments

128

This month

Revenue

$8,420

Collected

New leads

21

Inquiries

Repeat clients

64%

Returning

Weekly activity

Last 7 weeks
Business visibility

Know what is happening across your business.

See appointments, leads, payments, client activity and other important information through dashboards and reporting.

AppointmentsLeadsPaymentsClient activityCustom reports
Connected tools

Use the tools that make sense for your business.

Bring more of your business together while keeping the connections that still make sense for you. Equine Workspace includes tools that may replace software you already pay for and can also connect with many of the systems your operation already uses.

Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana
Google
Google Calendar
Facebook
Instagram
LinkedIn
QuickBooks
Xero
Canva
Shopify
WooCommerce
Slack
Airtable
Typeform
Google Forms
Calendly
Asana
Asana
Calendly
Google Forms
Typeform
Airtable
Slack
WooCommerce
Shopify
Canva
Xero
QuickBooks
LinkedIn
Instagram
Facebook
Google Calendar
Google
Asana
Calendly
Google Forms
Typeform
Airtable
Slack
WooCommerce
Shopify
Canva
Xero
QuickBooks
LinkedIn
Instagram
Facebook
Google Calendar
Google

Integration options vary by service. Some connections may require additional setup.

Your Workspace

Your business. Your setup.

No two equine businesses operate exactly the same way. Your Workspace can be configured around the clients, horses, services, schedules and workflows that matter to your business.

Configure around

  • Equine Bodywork and Massage
  • Saddle Fitting
  • Instruction and Clinics
  • Equine Photography
  • Consulting and Education
  • Mobile Equine Services

Ready to spend less time managing your business?

Bring your clients, scheduling, payments, communication and marketing together.